Number of Shares
189,490.00
Current Holdings Value*
$24.62 Mil
% of Portfolio
5.86%
Total Estimate Gain
$18.75 Mil
% of Total Estimate Gain
73.40%

Sanford Advisory Services, LLC's Apple Inc Holding Summary

As of 2022-12-31, Sanford Advisory Services, LLC held 189,490.00 shares of Apple Inc(AAPL), totaling $24.62 Mil. This investment constitutes 5.86% of their stock portfolio, and Sanford Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Sanford Advisory Services, LLC has made 3 purchases of AAPL, at an average price of $120.69, for a total of 211,633.00 shares. In addition, there have been 5 sales at an average price of $166.34 for 22,143.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Sanford Advisory Services, LLC's estimated gain on his AAPL holdings is $18.75 Mil, reflecting a 73.40% gain to date.

Sanford Advisory Services, LLC AAPL ($214.29) Holding Chart

Sanford Advisory Services, LLC AAPL ($214.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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